Managing the 'Provided By' Section

Before You Start

The Provided By tab records who is responsible for supplying equipment, materials or services required for the job.

It contains two sections:

Provided by Us
Provided by Others

Each section automatically displays the standard text configured in your Master Matrix. You can also add custom text that applies only to the current Quote.

Step 1 - Navigate to the Provided By Tab

Open your Quote.
Select the Provided By tab.

Step 2 - Review or Change Information

Review the information automatically included from your Master Matrix under both Provided by Us and Provided by Others.
Show or hide the standard entries as required for the current Quote.
To add Quote-specific information, click the Edit (pen) icon in the appropriate Custom section.
Enter or edit the custom text.
Save your changes.

Best Practice

Configure your commonly used "Provided By" information in the Master Matrix so it is automatically available on every new Quote.
Hide standard entries that are not relevant to the current Quote instead of removing them from the Master Matrix.
Use the Custom sections to record responsibilities that are unique to the current Quote.

Summary

Open your Quote.
Select the Provided By tab.
Review the information automatically included from your Master Matrix under both Provided by Us and Provided by Others.
Show or hide the standard entries as required for the current Quote.
To add Quote-specific information, click the Edit (pen) icon in the appropriate Custom section.
Enter or edit the custom text.
Save your changes.

Understanding the Master Matrix
How to Create a Quote
Managing Quote Clauses